+138.0%
B vs NDAQ
+60.8%
+77.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +9.6% | +0.8% | +8.8% | +9.4% |
| 30D | +3.5% | +16.5% | -13.0% | +0.2% |
| 3M | -1.6% | +13.5% | -15.1% | -4.2% |
| 6M | -1.7% | +20.9% | -22.6% | -5.8% |
| YTD | -5.3% | +11.4% | -16.7% | -8.0% |
| 1Y | +27.2% | +25.9% | +1.3% | +20.3% |
| 3Y | +166.1% | +119.9% | +46.3% | +120.2% |
| All | +138.0% | +60.8% | +77.2% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling